See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,045 | $54,237-81.5% | $90,281-88.9% | $67,579-85.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 17.57% | 37.27%-19.7pp | 78.10%-60.5pp | 378.56%-361.0pp |
| Employer contribution / active EE | $1,270 | $1,846-31.2% | $2,854-55.5% | $2,148-40.9% |
| Participant deferral / active EE | $1,074 | $2,625-59.1% | $3,885-72.4% | $3,539-69.7% |
| Admin fee / account holder | $2 | $123-98.3% | $5,351-100.0% | $142-98.5% |